|
1
|
|
$22.4M
|
+$19.1M
|
+382,220
|
+572%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$21.6M
|
+$19.1M
|
+383,881
|
+797%
|
|
|
3
|
Requisite Capital Management
Dallas,
Texas
|
$14M
|
+$14M
|
+281,238
|
New
|
|
|
4
|
Requisite Energy Fund I
Dallas,
Texas
|
$14M
|
+$14M
|
+281,238
|
New
|
|
|
5
|
IHT Wealth Management
Chicago,
Illinois
|
$4M
|
–
|
–
|
–
|
|
|
6
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$3.59M
|
-$401K
|
-8,030
|
-10%
|
|
|
7
|
Hugh Johnson Advisors
Albany,
New York
|
$2.35M
|
-$70K
|
-1,403
|
-3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.15M
|
+$2.15M
|
+43,079
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.15M
|
+$1.14M
|
+22,955
|
+114%
|
|
|
10
|
WealthTrust Fairport
Cleveland,
Ohio
|
$1.99M
|
-$225K
|
-4,512
|
-10%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.94M
|
+$826K
|
+16,554
|
+74%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$1.91M
|
-$142K
|
-2,844
|
-7%
|
|
|
13
|
Questar Asset Management
Minneapolis,
Minnesota
|
$1.85M
|
+$1.85M
|
+37,106
|
New
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.6M
|
+$1.59M
|
+31,964
|
New
|
|
|
15
|
Elmwood Wealth Management
Berkeley,
California
|
$1.39M
|
-$54.9K
|
-1,100
|
-4%
|
|
|
16
|
Snowden Capital Advisors
New York
|
$1.31M
|
+$1.31M
|
+26,181
|
New
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$1.23M
|
+$115K
|
+2,311
|
+10%
|
|
|
18
|
Eagle Global Advisors
Houston,
Texas
|
$1.02M
|
-$231K
|
-4,625
|
-18%
|
|
|
19
|
|
$984K
|
+$8.43K
|
+169
|
+0.9%
|
|
|
20
|
Foster & Motley
Cincinnati,
Ohio
|
$960K
|
+$248K
|
+4,970
|
+35%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$788K
|
+$574K
|
+11,501
|
+268%
|
|
|
22
|
First Allied Advisory Services
San Diego,
California
|
$784K
|
+$57.8K
|
+1,158
|
+8%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$767K
|
+$766K
|
+15,352
|
New
|
|
|
24
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$721K
|
+$402K
|
+8,051
|
+126%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$708K
|
+$170K
|
+3,416
|
+32%
|
|
